General Information

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Join NAMIC and John Beavers, partner at Bricker & Eckler, LLP, Columbus, OH, for a new FMDC webinar on the Financial Implications of Mergers and Acquisitions. John will give an overview of the major types of acquisition, the financial implications of each, and the financial questions board members should ask when considering, seeking, and proceeding with a merger. This is a new addition to the FMDC Finance & Accounting Module and should not be confused with the Mergers & Acquisitions class which is offered in the Management Module.

This webinar qualifies for one FMDC credit in the Finance & Accounting Module.

In this course, John Beavers will discuss the four major types of acquisition and the financial implications of each of them. He will also assist board members to better understand the financial questions they should ask in considering whether a merger is viable, during initial discussions of a merger, and throughout the merger process, as well as financial reasons for or against a merger.

This webinar qualifies for one FMDC credit in the Finance & Accounting Module. Participants wishing FMDC credit will need to fully complete and return a survey e-mailed to them after the webinar. This will require ensuring their computer accepts e-mail from surveymonkey.com.

Registration Fees:

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Member: $50
Non-member: $75

Webinar Log-in and Instructions:

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You will receive a detailed e-mail with log-in information and instructions three days in advance of the webinar. If you have any questions regarding the log-in and instructions, please e-mail lspencer@namic.org or call (800) 336-2642 ext 1055.

Cancellations:

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Please notify NAMIC if you are unable to participate. Please forward all cancellation notifications to registrar@namic.org or fax to (317) 876-6213. All registration cancellations and transfers MUST be made in writing. Cancellations received before November 12, 2012 will be charged a $10 processing fee. Refunds will be issued within 15 business days after receipt of the cancellation notice. No refunds are available after November 12, 2012, so please plan accordingly. You may substitute a participant at no additional charge. Please forward all requests to registrar@namic.org or fax (317) 876-6213.

Confirmation:

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You will receive a detailed e-mail confirmation upon successful completion of the registration process for this event; please make sure to enter a valid e-mail address on the registration form. If you have any questions regarding your registration, please e-mail registrar@namic.org or call (800) 336-2642.

Questions:

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If you have any questions regarding your registration, e-mail registrar@namic.org or call (800) 336-2642, ext. 1400. If you have any questions regarding the webinar, e-mail lspencer@namic.org or call (800) 336-2642 ext. 1055.

Agenda

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Tuesday, November 13, 2012

This webinar will address:

• Types of Acquisition

• Financial Implications of Each Acquisition Type

• Assist Board Members to Better Understand What Financial Questions They Should Ask During Initial Discussion of a Merger

• Initial Discussion of a Merger

  • Positive reasons for a merger

  • When to consider seeking a merger partner, either as an acquirer or to be acquired

• What Questions A Board Should Ask Up to and After The Merger

  • Possible tax implications

  • Investment guidelines

  • Financial trends to review for each company potentially involved in merger

John Beavers
Managing Partner
Bricker & Eckler LLP
Columbus, OH

Target Audience:

We specifically develop our educational programming with our members in mind. NAMIC is comprised of a diverse membership and there are a variety of events to meet your needs. This webinar is designed for board members, managers and senior officers of small mutual insurance companies.